Platforms, AI, and the Economics of BigTech

Home
Generative AI
Playbooks
Ecosystems
Platform Strategy
Web3/Blockchain
Archive
About
Tesla, SpaceX, and the economics of Stack Thinking
How to create new industries ground-up
 • 
Sangeet Paul Choudary
7
The false bundles of the platform economy
The subtle lies of bundling convenience with extraction
 • 
Sangeet Paul Choudary
1
How to win at Vertical AI
How AI Agents and Open APIs create new rebundling opportunities
 • 
Sangeet Paul Choudary
9
Spotify, connected cars, and open banking - Platforms or glorified distributors?
Gaining power in concentrated markets
 • 
Sangeet Paul Choudary
1
How AI agents rewire the organization
The unbundling and rebundling of organizations
 • 
Sangeet Paul Choudary
9

February 2024

AI won't eat your job, but it will eat your salary
On rebundling jobs and skill premiums
 • 
Sangeet Paul Choudary
18
Finding the product in your platform
On the risks of over-emphasizing platform thinking
 • 
Sangeet Paul Choudary
30

January 2024

Keyboard-as-a-platform
The untold story of the most under-used real estate on the phone screen
 • 
Sangeet Paul Choudary
7
Gen AI companions and the fight for the primary interface
The race for the primary interface in the age of AI
 • 
Sangeet Paul Choudary
8
How stand-up comedy helps Amazon win at e-commerce
On Attention Conglomerates and Internal Attention Markets
 • 
Sangeet Paul Choudary

December 2023

The 2024 Tech Strategy Toolkit
Nine sources of tech-based competitive advantage
 • 
Sangeet Paul Choudary
2
Why offline retailers fail at online marketplaces
The seductive lies of network effects - Part 1
 • 
Sangeet Paul Choudary
1
© 2024 Sangeet Paul Choudary
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture